Send Appointment Confirmation on WhatsApp for Your Interior Designing Store Using Pabbly Connect

Learn how to automate appointment confirmations on WhatsApp for your interior designing store using Pabbly Connect. Follow our detailed step-by-step tutorial! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate appointment confirmations on WhatsApp for your interior designing store, you first need to access Pabbly Connect. Open your browser and type Pabbly.com/connect to reach the automation software’s landing page.

Click on the blue button labeled ‘Create Your Free Account’ to sign up. After creating an account, log in to access the Pabbly Connect dashboard. This platform will facilitate the integration of your appointment scheduling software with WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the blue button to create a new workflow. Name your workflow something like ‘Automate WhatsApp Messages for New Appointments’. This step is crucial as it sets up the automation process. using Pabbly Connect

• Select the trigger application (Equity Scheduling).
• Choose the trigger event (New Appointment).
• Connect your Equity Scheduling account by providing necessary credentials.

After setting the trigger, you will need to perform a test submission by scheduling a test appointment in your Equity Scheduling software. This allows Pabbly Connect to fetch the relevant appointment details needed for further actions.

3. Setting Up WhatsApp Cloud API in Pabbly Connect

After the trigger is set, the next step is to configure WhatsApp Cloud API within Pabbly Connect. Select the action application as WhatsApp Cloud API and choose the action event as ‘Send Template Message’.

To connect WhatsApp Cloud API, you will need to enter your credentials. This includes your permanent token, phone number ID, and WhatsApp business account ID. These details can be obtained from the Facebook Developers portal, where you will create an app and generate the necessary tokens.

• Create an app on the Facebook Developers portal.
• Generate a permanent token for your WhatsApp Cloud API.
• Copy your Phone Number ID and WhatsApp Business Account ID.

Once connected, you need to select a template that has been approved by Facebook for sending messages. Fill in the required fields, including recipient mobile number and message body, using the mapped data from the appointment details.

4. Testing Your Automation Setup

After setting up the WhatsApp Cloud API, it’s time to test the automation. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will trigger the automation and send an appointment confirmation message to the WhatsApp number provided during the test appointment. using Pabbly Connect

Open your WhatsApp web to check for the received message. If everything is set correctly, you should see the appointment confirmation message reflecting the details of the appointment, such as date, time, and client name.

Ensure that all variables in the message template are correctly mapped. Check that the WhatsApp number is formatted correctly without the plus sign. Verify that your template has been approved by Facebook.

Once confirmed, your automation will work seamlessly in the background, sending appointment confirmations automatically for every new appointment scheduled.

5. Conclusion

By using Pabbly Connect, you can streamline your appointment confirmation process for your interior designing store. The integration with WhatsApp Cloud API allows you to send instant notifications to your clients, enhancing communication and efficiency.

Automating this process saves you time and ensures that your clients receive timely updates about their appointments. Explore more automation possibilities with Pabbly Connect to further optimize your business operations.